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Service Business · Clients · Projects · Time

Dashboard, Billing &
Projects in One Platform

For consultancies, agencies, and professional services — overview dashboard, invoices & proposals, time & projects, contracts, and purchases with client-centric master data.

Overview Dashboard & Reports

KPIs, revenue trend, aging, unbilled time

Total Revenue

₹42.86 L

+12.4%

Outstanding

₹8.72 L

-3.2%

Cash Balance

₹15.40 L

+5.1%

Net Margin

28.6%

+1.8%

Revenue & Profit Trend
Receivables Aging
Current₹4.25 L (8)
1–30d₹2.15 L (5)
31–60d₹1.32 L (3)
90+d₹25,000 (1)
Unbilled Time
ProjectHrsAmount
ERP – Reliance48₹1.20 L
Cloud – TCS24₹72,000
HRMS – HCL16₹32,000

Built for Service Businesses

Consultancies, agencies, professional services, and contractors — one platform.

Consultancies

Agencies

Professional Services

Contractors & Freelancers

Sales & Billing

Invoices, proposals, recurring, credit notes, payments

Invoices

8

This month

Proposals

4

Active

Recurring

3

Templates

Payments

₹6.48 L

Received (MTD)

Invoices (Recent)
Invoice / ClientAmountBalanceStatus

INV-421

Acme Corp

₹1.85 L₹1.85 Lapproved

INV-420

TechFlow Solutions

₹72,800₹0paid

INV-419

Bright Ideas Agency

₹75,000₹75,000approved

INV-418

GlobalServe Ltd

₹2.48 L₹1.48 Lpartial

INV-416

NovaTech Industries

₹56,000₹56,000overdue
Proposals
Proposal / ClientAmountStatus

PROP-042

Acme Corp

₹4.50 Lsent

PROP-041

NovaTech Industries

₹1.80 Ldraft

PROP-040

GlobalServe Ltd

₹95,000accepted
Sales & Billing

Invoices, Proposals & Payments

Client-facing sales with invoices, proposals (scope & timeline), recurring invoices, credit notes, and payments received. Import unbilled time into invoices.

  • Invoices with client, project, and service/hour line items
  • Proposals with scope, deliverables, and milestone tracking
  • Recurring invoices and credit notes; payment allocation

Time, Projects & Contracts

Time entries, projects dashboard, timesheets, contracts

Active Projects

14

Open

Billable Hrs (Mo)

1,284

+8.5%

Contracts

12

Active

Unbilled (Hrs)

100

₹2.54 L

Project Progress
Time Entries (Sample)
DateDescription / ProjectHrsMember
Nov 1

UI wireframe homepage

Website Redesign

4.5Priya S.
Nov 2

Responsive layout dev

Website Redesign

6Rahul K.
Nov 3

Brand audit & analysis

Brand Strategy

3Meera T.
Nov 4

Design system tokens

Website Redesign

5Priya S.
Time & Projects

Time Entries, Projects & Contracts

Log time with timer, project dashboard, timesheets, and unbilled time. Service contracts with SLA, milestones, and renewal tracking.

  • Time entries by project and member; billable vs non-billable
  • Project budget vs spent and progress; utilization reports
  • Contracts with SLA management and renewal alerts

Purchases & Master Data

Bills & expenses, purchases, POs, COA, clients, services

Bills & Expenses

7

This month

Purchases

4

Records

Purchase Orders

3

Open / Partial

Vendors

7

Active

Expense by Category
Bills & Expenses (Recent)
Vendor / RefAmountStatus

AWS India

INV-AWS-1123

₹12,500paid

Figma Inc

FIG-2025-11

₹4,200paid

WeWork India

WW-NOV-2025

₹18,000paid

Ravi Subramanian

SUB-RAV-045

₹35,000unpaid
Master Data Summary
Chart of Accounts16
Clients5
Services6
Tax Rates4
Purchases & Master Data

Bills, Expenses, POs & Master Data

Bills and expenses with project and billable-to-client tracking. Purchases, purchase orders, and purchase analytics. Chart of accounts, clients, services, and tax rates.

  • Bills & expenses with project and billable checkbox
  • Purchase orders and purchase analytics
  • COA, clients, services & deliverables, tax rates

General FAQs

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